<aside> 💬 The "Client Management" page is your personalized space to manage all client-related information. It serves as a central hub for storing client details, streamlining communication, and linking clients to projects.
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Let's delve into how to effectively utilize this page.
At the top of your "Client management" page, you'll find the Global Menu which grants you access to various sections of your Notion workspace, such as Home, Tasks, Docs, Clients, Resources, Team, Yearly Planner, and Documentation.
Here's a step-by-step guide on how to add a new client to your client management page:
Navigate to the "+New" button located at the bottom left of the table and click on it. This will initiate the process of adding a new client.
In the prompted fields, enter the client's first and last name.
In the subsequent input field, input the name of the client's company.
Next, provide the client's email in the appropriate field.
Fill in the client's phone number in the following input field.
